Contract Deliverables Monitor (tppdm7100m400)

Use this session to monitor the contract deliverables.

This session is mainly used for planning and tracking the contract deliverables. This session displays all contract deliverables and deliverable schedule lines.

Note

For a contract deliverable with the status Free, you can use the ATP Handling option on the Actions tab to check if an item's inventory is available-to-promise (ATP), or capable-to-promise (CTP), or both.

You can filter the data using the following filter options:

  • Contract Manager
  • Internal Sales Representative
  • Contract Delivery Date
  • Planned Delivery Date
  • a range of dates for the Contract Delivery Date or the Planned Delivery Date

You can also filter the contract deliverable data using the following options:

  • Delivered On Time
  • Delivered Late
  • Expected On Time
  • At Risk
Note

After you set the filters, click Apply to view the data linked to the selected options.

Example

If you select the Contract Manager and the contract delivery date and click Apply, the deliverables for the contract line linked to the selected contract manager and with the selected range of contract delivery dates are displayed.

Infor LN allows multiple users to approve the related transactions using the ION based workflow-process status. For more information, refer to Workflow status process.

 

Selection Options
Contract Manager

The code of the contract manager linked to the contract deliverable.

Description

The description or name of the code.

Internal Sales Representative

The code of the internal sales representative linked to the contract deliverable.

Description

The description or name of the code.

Contract Deliverables Filter

The date based on which LN filters the contract deliverable data.

Contract Delivery Date

The From and To fields define a range of: contract delivery dates. LN displays the contract deliverables within the specified range of delivery dates.

Note

You can specify the range of delivery dates only if the Contract Deliverables Filter field is set to Contract Delivery Date.

Planned Delivery Date

The From and To fields define a range of: Planned Delivery Date. LN displays the contract deliverables within the specified range of planned delivery dates.

Note

You can specify the range of delivery dates only if the Contract Deliverables Filter field is set to Planned Delivery Date.

Options
Delivered On Time

If this check box is selected, LN displays the deliverables for which the actual delivery date and time are same as the contract delivery date and time..

Delivered Late

If this check box is selected, LN displays the deliverables for which the actual delivery date or time exceeded the contract delivery date or time.

At Risk

If this check box is selected, LN displays the deliverables for which the contract or planned delivery is set to a future date and the delivery of the item may be delayed.

LN checks for sufficient inventory for the deliverable item and if no sufficient inventory exists, LN checks if a pegged supply order is linked to the deliverable. If the supply order date exceeds the contract or planned delivery date, the delivery of the item may be delayed.

Expected On Time

If this check box is selected, LN displays the deliverables for which the contract or planned delivery is set to a future date and the delivery can be expected on time.

LN checks for sufficient inventory for the deliverable item and if no sufficient inventory exists, LN checks if a pegged supply order is linked to the deliverable. If the supply order date is same as the contract or planned delivery date, the item may be delivered on time.

Item

The code of the item delivered.

Contract

The code of the contract linked to the deliverable.

Contract Line

The contract line number.

Contract Type
Invoice Type

The invoice type for the contract deliverable.

Invoice-to Business Partner

The invoice-to business partner for the contract deliverable.

Invoice Present

If this check box is selected, one or multiple invoices are linked to the contract deliverable.

Project

The code that identifies the project linked to the contract deliverable.

Description

The description or name of the code.

Project Status

The Project Status for the contract deliverable line.

Workflow Status

The status that applies if the business object requires authorization using ION Workflow.

When you perform a change that requires authorization, a checked-out version is automatically created for the business object. The changes you submitted are only effective after approval/check-in. You can also undo your changes, or recall your submitted changes.

  • Checked-out and checked-in objects are displayed in the Checked-out Objects (ttocm9599m000) session.
  • From the appropriate menu of this session, select Workflow and then select the required action for the business object.

Allowed values

If the business object is checked out, this field shows an Object status.

If the business object is checked in, this field shows an Approval status.

Regardless of the object being checked in or out, if a description is specified for the object type in the Workflow Information Fields (ttocm0106m000) session (which is displayed as a tab in the Object Types (ttocm0102m000) session), this field always shows the value of the appropriate Description field.

Note

For more information on setting up and using ION Workflow for business objects in LN, refer to the Infor LN Integration Guide for Infor ION Workflows and Monitors at Infor Xtreme.

Element

The project element linked to the contract deliverable line.

Element Description

The description or name of the code.

Status

The budget status of the project element linked to the contract deliverable.

Activity

The project activity linked to the contract deliverable line.

Activity Description

The description or name of the code.

Status

The budget status of the project activity linked to the contract deliverable.

Description

The description or name of the code.

Customer Order Line

The position number of the customer order linked to the contract deliverable.

Description

The description or name of the code.

Use Installation Group

The code of the installation group linked to the contract deliverable.

Description

The description or name of the code.

Customs Value

The amount defined as the custom's value. The default value is the sales price defined for the deliverable. LN defaults this amount to Warehousing when the sales order is released to Warehousing.

Confirmed Delivery Date

The date confirmed by the sold-to business partner for delivering the contract.

Backorder

If this check box is selected, a back order is linked to the contract deliverable.

Return Deliverable

If this check box is selected, a return order is linked tothe contract deliverable.

Delivery Schedule Present

If this check box is selected, one or more delivery schedule line are present for the deliverable line. You can maintain delivery schedules if there are no shipping constraints for the deliverable line.

Note:

This field is enabled only if the Shipping Constraint field on the Shipping tab is set to None.

Description

The description or name of the code.

Description

The description or name of the code.

Schedule

The deliverable schedule line number.

Status
Ordered Quantity

The ordered quantity of the deliverable item.

Unit

The unit of measure used to express the ordered quantity.

Inventory Unit Quantity

The ordered quantity of the deliverable item expressed in inventory unit.

Unit

The unit of measure in which the inventory unit quantity is expressed.

Price

The default sales price per unit of the deliverable item. It can be changed manually.

Amount

The total sales amount for the deliverable items.

Currency

The currency used to express the amounts for the deliverable.

Sold-to Business Partner

The sold-to business partner for the contract deliverable.

Name

The description or name of the code.

Ship-to Address

The address of the ship-to business partner.

Description

The description or name of the code.

Status

The status of the deliverable line.

Workflow Status

The workflow status of the project.

Contract Delivery Date

The date requested by the sold-to business partner to deliver the contract. LN defaults the value from the Contract Lines (tpctm1110m000) session.

Planned Delivery Date

The date when the items are planned to be delivered.

Planned Receipt Date

The planned date when the deliverables must be received.

Text

If this check box is selected, a text is present.

Deliverable

The contract deliverable line number.

Item Coding System

An external, alternate way of coding items. Coding systems can be general standard systems (such as EAN) or systems that are dependent on a specific business partner.

Alternative Item Code

The alternative item code for the item in the selected item code system.

Effectivity Unit

The effectivity unit code for the project deliverable item.

Description

The description or name of the code.

Warehouse

The warehouse from which the deliverables can be shipped to the customer.

Description

The description or name of the code.

Lot Selection

The lot selection type applicable to the deliverable line.

Allowed values

Lot Selection.

Lot Selection

The lot number.

Serial Selection

The method to determine whether serial selection is applied to the deliverable line.

Allowed values

Serial Selection.

Serial Selection

The serial number of the item.

Export License Required

If this check box is selected, an export license is required to export the deliverables.

Accepted Quantity

The quantity of items accepted by the sold-to business partner.

Unit

The unit of measure in which the accepted quantity is expressed.

Delivery Point

The specific location at the address where the goods must be delivered.

Description

The description or name of the code.

Shipping Constraint

The shipping constraints specified on the deliverable lines.

Allowed values

Shipping Constraint.

Unit Binding

If this check box is selected, the quantity unit is binding. The goods must be shipped only in a packing unit that belongs to the quantity unit.

Ship-to Contact

The contact of the ship-to business partner.

Description

The description or name of the code.

Delivery Terms
Description

The description or name of the code.

Point of Title Passage
Description

The description or name of the code.

Route

The route linked to the contract deliverable.

Description

The description or name of the code.

Carrier/LSP

The carrier / LSP for the contract deliverable.

Description

The description or name of the code.

Carrier / LSP Binding

If this check box is selected, carrier / LSP binding is applicable for the contract deliverable.

Freight Service Level

The freight service level for the contract deliverable, defined in the Freight Service Levels (tcmcs0175m000) session.

Description

The description or name of the code.

Warehouse Order

The warehouse order number generated based on the Default Order Types by Origin (whinh0120m000) for the deliverable line.

Note

LN does not run the Project Requirement Planning (PRP) engine for contract deliverables.

Position Number

The position number of the warehouse order line.

Sequence Number

The sequence number of the warehouse order line.

Planning Exception

The exception message linked to the deliverable. The exception message is displayed when you select the Get Planning Exceptions option.

Allowed values

The exception messages that are applicable for contract deliverables and the plan, item, order, sequence and schedule linked to the deliverables are:

  1. Pegging: Supply is too late
  2. Pegging: No Planned Material Stock
  3. Pegging: No Projected Material Stock
  4. Pegging: Potential Material Shortage

Default value

The default value is No Exception.

Note

LN updates the exception messages only for the deliverables with status set to Active or Released to Warehousing.

Scheduled Quantity

The quantity of items scheduled to be delivered to the sold-to business partner.

Delivered Quantity

The quantity of the items delivered to the sold-to business partner.

Backorder Quantity

The quantity of deliverable items for the backorder.

The backorder quantity can be calculated as:

Backorder Quantity = Ordered Quantity - Delivered Quantity
Unit

The unit used to express the backorder quantity.

Ship-to Business Partner

The ship-to business partner for the contract deliverable.

Description

The description or name of the code.

Status in Warehousing

The status of the warehouse order linked to the contract deliverable.

Actual Delivery Date

The date when the deliverable item is delivered.

 

Get Planning Exceptions

Checks whether planning exception messages are available for the selected deliverable.

Planned Deliverables

Displays the deliverables with status Active or Released to Warehousing.

Open Deliverables

Displays the deliverables with status Active or Released to Warehousing or Delivered.

All Deliverables

Displays all deliverables.

Apply

Applies the selected filter options and displays the filtered data.